Totalenergies SE -Spon ADRTTE
13F holders, Q3 2025 (September 30)781holders −15
73new positions
87sold out
6famous investors
$59.76avg. 13F price*
At the end of Q3 2025, 781 institutions reported holding Totalenergies SE -Spon ADR (TTE) in their 13F filings, down 15 from Q2 2025. 73 opened new positions and 87 sold out. The largest holders were Fisher Asset Management ($1.2B), Aristotle Capital Management, LLC ($730.4M) and FMR LLC ($700.6M). 6 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Bill Miller (0.2% of Miller Value Partners's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).
- Company
- Totalenergies SE -Spon ADR
- CUSIP
- 89151E109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $64.4M |
| Exits | 87 | $93.8M |
All 13F filers, Q2 2025 → Q3 2025: 6,245,303 shares bought and 8,963,958 shares sold, net −2,718,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 781 holders
| Fisher Asset Management | 0.43% | Reduce -2.5% | 19,963,832 | $1.2B |
| Aristotle Capital Management, LLC | 1.41% | Reduce -5.1% | 12,236,035 | $730.4M |
| FMR LLC | 0.04% | Add +2.2% | 11,736,874 | $700.6M |
| Bank of America Corp. | 0.04% | Reduce -2.7% | 9,538,683 | $569.4M |
| Morgan Stanley | 0.03% | Reduce -0.9% | 7,392,325 | $441.2M |
| Franklin Resources Inc. | 0.09% | Reduce -0.1% | 5,879,365 | $350.9M |
| Wells Fargo & Company | 0.07% | Add +0.7% | 5,581,722 | $333.2M |
| Wellington Management Group LLP | 0.06% | Reduce -26.9% | 5,311,326 | $317.0M |
| T. Rowe Price Associates Inc. | 0.03% | Add +1.7% | 4,148,614 | $247.6M |
| Federated Hermes, Inc. | 0.41% | Add +7.3% | 3,842,244 | $229.3M |
| Capital International Investors | 0.03% | Add +0.8% | 3,423,484 | $211.3M |
| Royal Bank of Canada | 0.03% | Add +5.3% | 3,237,950 | $193.3M |
| Raymond James Financial Inc. | 0.06% | Add +4.6% | 3,222,432 | $192.3M |
| Envestnet Asset Management Inc. | 0.05% | Add +4.8% | 2,903,334 | $173.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +29.4% | 2,841,264 | $169.6M |
| JPMorgan Chase & Co. | 0.01% | Add +24.5% | 2,803,259 | $167.3M |
| Natixis Advisors, LLC | 0.20% | Add +6.3% | 2,271,259 | $135.6M |
| Equity Investment Corp. | 2.82% | Add +1.9% | 2,254,213 | $134.6M |
| Northern Trust Corp. | 0.02% | Add +11.7% | 2,064,108 | $123.2M |
| BlackRock, Inc. | 0.00% | Add +6.5% | 1,855,297 | $110.7M |
| American Century Companies Inc. | 0.05% | Add +7.1% | 1,771,928 | $105.8M |
| LPL Financial LLC | 0.03% | Add +10.4% | 1,437,266 | $85.8M |
| Mackenzie Financial Corp. | 0.10% | Reduce -1.4% | 1,426,477 | $85.1M |
| Alyeska Investment Group, L.P. | 0.23% | Reduce -22.4% | 1,295,060 | $77.3M |
| Todd Asset Management LLC | 1.34% | Reduce -6.1% | 1,108,303 | $66.2M |
| Rockefeller Capital Management L.P. | 0.12% | Reduce -2.4% | 1,062,379 | $63.4M |
| Energy Income Partners, LLC | 1.18% | Reduce -0.3% | 1,021,533 | $61.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -8.6% | 957,958 | $57.2M |
| Sei Investments Co. | 0.06% | Reduce -2.0% | 897,221 | $53.6M |
| UBS Group AG | 0.01% | Add +57.3% | 800,384 | $47.8M |
| Stifel Financial Corp. | 0.04% | Add +2.9% | 767,789 | $45.8M |
| Brandes Investment Partners, LP | 0.37% | Add +15.6% | 766,340 | $45.7M |
| HighTower Advisors, LLC | 0.05% | Reduce -3.8% | 726,981 | $43.4M |
| Teachers Retirement System of the State of Kentucky | 0.33% | Reduce -4.8% | 723,580 | $43.2M |
| First Trust Advisors LP | 0.03% | Reduce -1.4% | 670,791 | $40.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.12% | Add +12.3% | 613,119 | $36.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -22.9% | 535,614 | $32.0M |
| Bank of Montreal | 0.01% | Add +2.7% | 495,671 | $29.6M |
| Allspring Global Investments Holdings, LLC | 0.05% | Add +42.8% | 476,369 | $28.8M |
| Citigroup Inc. | 0.02% | Reduce -23.9% | 465,437 | $27.8M |
| Truist Financial Corp. | 0.04% | Add +1.4% | 432,625 | $25.8M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -11.4% | 423,394 | $25.3M |
| Guardian Capital LP | 0.74% | Add +7.8% | 385,142 | $23.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -0.6% | 377,097 | $22.5M |
| Jennison Associates LLC | 0.01% | Reduce -7.6% | 375,887 | $22.4M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -1.7% | 370,824 | $22.1M |
| Jones Financial Companies LLLP | 0.01% | Reduce -0.2% | 340,141 | $21.2M |
| Aberdeen Group plc | 0.03% | Reduce -3.5% | 335,400 | $20.7M |
| Townsend & Associates, Inc | 1.82% | Add +2.6% | 312,266 | $19.2M |
| GW Henssler & Associates Ltd. | 0.95% | Add +0.6% | 319,241 | $19.1M |
| Gabelli Funds LLC | 0.13% | No change | 311,400 | $18.6M |
| Cetera Investment Advisers | 0.02% | Add +34.7% | 304,758 | $18.2M |
| Sound Income Strategies, LLC | 0.96% | New | 299,912 | $17.6M |
| Ingalls & Snyder LLC | 0.53% | Add +3.2% | 270,315 | $16.1M |
| GQG Partners LLC | 0.02% | Reduce -5.1% | 260,611 | $15.6M |
| Epoch Investment Partners, Inc. | 0.08% | Add +21.8% | 250,981 | $15.0M |
| State Street Corp. | 0.00% | Add +78.1% | 231,529 | $14.0M |
| Thornburg Investment Management Inc. | 0.18% | Add +1.9% | 233,917 | $14.0M |
| Assetmark, Inc. | 0.03% | Add +11.8% | 227,995 | $13.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +16.2% | 226,784 | $13.5M |
| TD Asset Management Inc | 0.01% | Add +8.5% | 225,985 | $13.5M |
| M&T Bank Corp | 0.04% | Reduce -12.4% | 221,844 | $13.2M |
| Wedge Capital Management L L P | 0.22% | Reduce -2.5% | 220,777 | $13.2M |
| Mariner, LLC | 0.02% | Reduce -7.8% | 203,683 | $12.2M |
| Creative Planning | 0.01% | Add +6.4% | 197,547 | $11.8M |
| Evergreen Capital Management LLC | 0.28% | Add +3.2% | 193,941 | $11.8M |
| Susquehanna International Group, LLP | 0.02% | Add +1192.3% | 195,908 | $11.7M |
| Quantinno Capital Management LP | 0.03% | Add +57.4% | 195,594 | $11.7M |
| Cullen Capital Management, LLC | 0.12% | Reduce -24.5% | 190,515 | $11.4M |
| Massachusetts Financial Services Co. | 0.00% | Add +3.6% | 187,834 | $11.2M |
| MML Investors Services, LLC | 0.03% | Add +2.8% | 186,599 | $11.1M |
| Euro Pacific Asset Management, LLC | 1.32% | Add +10.5% | 180,651 | $11.0M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +2.5% | 182,137 | $10.9M |
| Tidal Investments LLC | 0.05% | Reduce -2.3% | 180,798 | $10.8M |
| Allied Investment Advisors, LLC | 1.71% | Add +5.1% | 179,910 | $10.7M |
| Invesco Ltd. | 0.00% | Reduce -10.8% | 176,915 | $10.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +4.9% | 170,870 | $10.2M |
| Crossmark Global Holdings, Inc. | 0.15% | Reduce -0.5% | 167,954 | $10.0M |
| Cibc World Market Inc. | 0.02% | Add +0.5% | 167,893 | $10.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -1.1% | 164,135 | $9.8M |
| Silvercrest Asset Management Group LLC | 0.06% | Add +4.0% | 163,975 | $9.8M |
| Cerity Partners LLC | 0.02% | Reduce -8.9% | 158,946 | $9.5M |
| American Assets Investment Management, LLC | 0.66% | No change | 150,000 | $9.0M |
| Qube Research & Technologies Ltd | 0.01% | New | 149,699 | $8.9M |
| Advisors Management Group Inc. | 1.56% | Reduce -0.2% | 149,014 | $8.9M |
| Altrius Capital Management Inc | 2.01% | Add +6.5% | 147,830 | $8.8M |
| Stamos Capital Partners, L.P. | 1.66% | New | 147,418 | $8.8M |
| Fayez Sarofim & Co | 0.02% | Reduce -1.9% | 146,086 | $8.7M |
| DAVENPORT & Co LLC | 0.05% | Add +7.1% | 143,049 | $8.5M |
| Zions Bancorporation, National Association | 0.39% | Reduce -27.6% | 133,149 | $7.9M |
| Tweedy, Browne Co LLC | 0.69% | Reduce -0.7% | 132,189 | $7.9M |
| Ledyard National Bank | 0.70% | Reduce -3.3% | 131,623 | $7.9M |
| Aquatic Capital Management LLC | 0.15% | Add +367.5% | 131,565 | $7.9M |
| &partners | 0.05% | Add +14.9% | 130,289 | $7.8M |
| Guardian Partners Inc. | 0.65% | Add +0.5% | 127,371 | $7.7M |
| QRG Capital Management, Inc. | 0.09% | Reduce -35.8% | 122,458 | $7.3M |
| Manning & Napier Advisors LLC | 0.09% | Reduce -8.1% | 116,091 | $7.2M |
| Bfsg, LLC | 0.69% | Add +0.1% | 119,069 | $7.1M |
| 1832 Asset Management L.P. | 0.01% | Reduce -0.1% | 115,600 | $6.9M |
| Cadence Bank | 0.42% | Add +1.3% | 115,587 | $6.9M |
| Captrust Financial Advisors | 0.01% | Add +2.0% | 114,273 | $6.8M |
| CI Investments Inc. | 0.02% | Reduce -12.0% | 114,115 | $6.8M |
| Logan Capital Management Inc. | 0.29% | Add +28.1% | 114,067 | $6.8M |
| US Bancorp \de | 0.01% | Add +3.5% | 107,324 | $6.4M |
| Corient Private Wealth LP | 0.01% | Add +192.7% | 105,581 | $6.3M |
| Parkwood LLC | 0.61% | Reduce -50.4% | 105,137 | $6.3M |
| Atria Investments, Inc | 0.07% | Add +1.7% | 101,954 | $6.1M |
| Keating Investment Counselors Inc. | 1.73% | Reduce -8.0% | 101,727 | $6.1M |
| GMO | 0.02% | Reduce -2.1% | 100,498 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Add +41.5% | 97,264 | $6.0M |
| Cwm, LLC | 0.02% | Add +0.5% | 99,701 | $6.0M |
| Timber Creek Capital Management LLC | 1.44% | Reduce -0.6% | 99,685 | $6.0M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Reduce -0.1% | 97,615 | $5.8M |
| AQR Capital Management | 0.00% | Add +36.4% | 96,980 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +6.9% | 96,182 | $5.7M |
| TD Private Client Wealth LLC | 0.13% | Add +16.9% | 95,612 | $5.7M |
| Aventail Capital Group, LP | 0.27% | Reduce -63.6% | 95,137 | $5.7M |
| Abn Amro Investment Solutions | 0.11% | No change | 92,800 | $5.5M |
| Augustine Asset Management Inc. | 1.10% | Reduce -1.1% | 91,339 | $5.5M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -10.1% | 91,052 | $5.4M |
| Hennessy Advisors Inc. | 0.19% | Reduce -1.5% | 90,600 | $5.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -11.8% | 87,584 | $5.2M |
| Americana Partners, LLC | 0.16% | Reduce -0.1% | 86,365 | $5.2M |
| Moran Wealth Management, LLC | 0.15% | Reduce -12.4% | 85,582 | $5.1M |
| Fred Alger Management, LLC | 0.02% | Reduce -0.2% | 80,239 | $4.9M |
| Blair William & Co. | 0.01% | Add +7.3% | 80,692 | $4.8M |
| Forum Financial Management, LP | 0.06% | No change | 79,459 | $4.7M |
| Gilman Hill Asset Management, LLC | 0.74% | Reduce -4.8% | 79,259 | $4.7M |
| Y-Intercept (Hong Kong) Ltd | 0.11% | Reduce -35.6% | 78,922 | $4.7M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +9.0% | 78,413 | $4.7M |
| D.A. Davidson & Co. | 0.03% | Reduce -3.0% | 77,910 | $4.7M |
| ZWJ Investment Counsel Inc. | 0.16% | Reduce -5.3% | 76,832 | $4.6M |
| Flputnam Investment Management Co. | 0.07% | Reduce -4.4% | 75,570 | $4.5M |
| First Bank & Trust | 0.76% | Add +7.8% | 75,412 | $4.5M |
| Bleakley Financial Group, LLC | 0.10% | Add +12.5% | 74,370 | $4.4M |
| Lowe Brockenbrough & Co. Inc. | 0.23% | Add +4.5% | 73,346 | $4.4M |
| Clearbridge Investments, LLC | 0.00% | Reduce -0.1% | 73,128 | $4.4M |
| Capital World Investors | 0.00% | Add +1.5% | 70,630 | $4.4M |
| Bourgeon Capital Management LLC | 0.79% | Reduce -8.6% | 71,382 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.0% | 71,261 | $4.3M |
| Rathbones Group PLC | 0.02% | Reduce -0.5% | 70,143 | $4.2M |
| CIBC Asset Management Inc | 0.01% | Add +6.8% | 69,919 | $4.2M |
| National Bank of Canada | 0.00% | Reduce -9.4% | 68,274 | $4.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +4.9% | 67,052 | $4.0M |
| Barry Investment Advisors, LLC | 0.89% | Reduce -0.4% | 64,805 | $3.9M |
| Capital Wealth Planning, LLC | 0.03% | Add +71.0% | 64,641 | $3.9M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -0.5% | 64,304 | $3.8M |
| Pathstone Holdings, LLC | 0.01% | Add +10.7% | 62,917 | $3.8M |
| Martin Capital Partners, LLC | 1.45% | Reduce -2.1% | 62,439 | $3.7M |
| Weatherly Asset Management L. P. | 0.30% | Reduce -4.5% | 59,553 | $3.6M |
| Hantz Financial Services, Inc. | 0.05% | Add +30.6% | 60,144 | $3.6M |
| Ritholtz Wealth Management | 0.07% | Reduce -1.4% | 59,949 | $3.6M |
| HRT Financial LP | 0.01% | Reduce -58.0% | 59,274 | $3.5M |
| Tocqueville Asset Management L.P. | 0.05% | Reduce -0.7% | 59,190 | $3.5M |
| Quadrant Capital Group LLC | 0.11% | Reduce -0.1% | 57,405 | $3.4M |
| Channel Wealth LLC | 0.89% | Add +3.4% | 55,999 | $3.3M |
| Walleye Trading LLC | 0.05% | Reduce -19.6% | 54,286 | $3.2M |
| Amova Asset Management Americas, Inc. | 0.03% | Reduce -1.6% | 53,758 | $3.2M |
| Yousif Capital Management, LLC | 0.03% | Reduce -7.9% | 53,502 | $3.2M |
| Fulton Bank, N.A. | 0.11% | Add +4.2% | 53,356 | $3.2M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +6.8% | 53,351 | $3.2M |
| Aviso Financial Inc. | 0.13% | Add +7.3% | 53,310 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.9% | 53,203 | $3.2M |
| Callan Family Office, LLC | 0.10% | Reduce -8.9% | 52,280 | $3.1M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +7.3% | 50,767 | $3.1M |
| Lighthouse Investment Partners, LLC | 0.11% | New | 50,000 | $3.0M |
| Cloverfields Capital Group, LP | 0.93% | Reduce -18.4% | 49,991 | $3.0M |
| Empowered Funds, LLC | 0.03% | Add +12.5% | 49,986 | $3.0M |
| JARISLOWSKY, FRASER Ltd | 0.02% | Reduce -3.1% | 48,301 | $2.9M |
| Synovus Financial Corp. | 0.03% | Add +0.5% | 48,035 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.8% | 47,663 | $2.8M |
| Benjamin Edwards Inc. | 0.03% | Add +18.1% | 45,765 | $2.7M |
| Lesa Sroufe & Co | 2.20% | New | 45,556 | $2.7M |
| Cardinal Capital Management | 0.38% | Add +1.8% | 44,748 | $2.7M |
| NewEdge Advisors, LLC | 0.01% | Add +9.4% | 45,470 | $2.7M |
| Glenmede Investment Management, LP | 0.01% | New | 44,794 | $2.7M |
| Van Eck Associates Corp. | 0.00% | Add +25.7% | 44,719 | $2.7M |
| Hollow Brook Wealth Management LLC | 0.62% | Add +0.7% | 44,007 | $2.6M |
| Greenline Partners, LLC | 0.32% | No change | 43,700 | $2.6M |
| BTC Capital Management, Inc. | 0.18% | Add +12.4% | 43,269 | $2.6M |
| Signet Financial Management, LLC | 0.29% | Reduce -0.5% | 42,082 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -80.4% | 41,997 | $2.5M |
| Ieq Capital, LLC | 0.01% | Add +209.8% | 41,990 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +22.4% | 41,670 | $2.5M |
| Raleigh Capital Management Inc. | 0.93% | Add +15.6% | 40,977 | $2.4M |
| Axecap Investments, LLC | 1.51% | Reduce -1.3% | 40,938 | $2.4M |
| First Pacific Financial | 0.34% | Add +34.3% | 40,673 | $2.4M |
| Natixis | 0.01% | New | 39,864 | $2.4M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +8.9% | 39,696 | $2.4M |
| Columbus Macro, LLC | 0.27% | Add +1.4% | 39,503 | $2.4M |
| Verdence Capital Advisors LLC | 0.14% | Add +10.9% | 37,715 | $2.4M |
| DRW Securities, LLC | 0.12% | Add +47.6% | 38,645 | $2.3M |
| Princeton Global Asset Management LLC | 0.38% | Add +2.5% | 38,764 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.4% | 37,879 | $2.3M |
| Park Avenue Securities LLC | 0.02% | Reduce -3.8% | 37,604 | $2.2M |
| Signaturefd, LLC | 0.04% | Add +1.5% | 37,580 | $2.2M |
| LGT Group Foundation | 0.03% | Add +0.4% | 36,242 | $2.2M |
| Vident Advisory, LLC | 0.02% | New | 36,029 | $2.2M |
| NewEdge Wealth, LLC | 0.03% | Add +35.9% | 35,217 | $2.1M |
| Intrust Bank NA | 0.18% | Add +1.7% | 35,525 | $2.1M |
| DMKC Advisory Services, LLC | 1.07% | Add +5.4% | 35,465 | $2.1M |
| Barclays PLC | 0.00% | Reduce -95.0% | 35,408 | $2.1M |
| Cyndeo Wealth Partners, LLC | 0.12% | Reduce -0.3% | 35,029 | $2.1M |
| Campbell & CO Investment Adviser LLC | 0.16% | Add +334.6% | 35,005 | $2.1M |
| Foster & Motley Inc. | 0.11% | Reduce -3.5% | 34,451 | $2.1M |
| Old Port Advisors | 0.51% | Reduce -14.2% | 33,633 | $2.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +37.6% | 33,407 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Reduce -44.5% | 32,976 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -18.9% | 32,883 | $2.0M |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0.33% | No change | 30,885 | $1.9M |
| Lynch & Associates | 0.36% | Reduce -0.3% | 30,956 | $1.8M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.20% | Reduce -0.6% | 30,745 | $1.8M |
| Stolper Co | 0.55% | Add +6.1% | 30,502 | $1.8M |
| Wealth Alliance, LLC | 0.19% | Add +11.4% | 30,372 | $1.8M |
| Rhumbline Advisers | 0.00% | Reduce -7.2% | 28,370 | $1.7M |
| TrueMark Investments, LLC | 0.29% | Add +14.8% | 28,259 | $1.7M |
| Harvest Portfolios Group Inc. | 0.03% | Add +11.7% | 28,210 | $1.7M |
| Abundance Wealth Counselors | 0.28% | Add +3.2% | 27,379 | $1.6M |
| Manske Wealth Management | 0.50% | Reduce -0.9% | 27,200 | $1.6M |
| LSV Asset Management | 0.00% | Reduce -2.2% | 26,500 | $1.6M |
| Intellectus Partners, LLC | 0.31% | No change | 25,992 | $1.6M |
| Moors & Cabot, Inc. | 0.07% | Reduce -8.1% | 26,132 | $1.6M |
| Cubist Systematic Strategies, LLC | 0.02% | No change | 25,905 | $1.5M |
| Choreo, LLC | 0.02% | Add +5.2% | 25,168 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +14.3% | 25,568 | $1.5M |
| Prospera Financial Services Inc | 0.03% | Add +3.1% | 24,985 | $1.5M |
| Arkadios Wealth Advisors | 0.04% | Add +29.8% | 24,922 | $1.5M |
| Dynasty Wealth Management, LLC | 0.02% | New | 24,761 | $1.5M |
| Factory Mutual Insurance Co. | 0.01% | New | 24,550 | $1.5M |
| AE Wealth Management LLC | 0.01% | Add +11.9% | 24,014 | $1.4M |
| Leo Wealth, LLC | 0.18% | Reduce -1.1% | 23,673 | $1.4M |
| Stephens Inc. | 0.02% | Reduce -4.9% | 23,565 | $1.4M |
| Nicholas Hoffman & Company, LLC. | 0.03% | Add +0.3% | 23,517 | $1.4M |
| Caprock Group, LLC | 0.03% | — | 21,933 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +29.9% | 22,968 | $1.4M |
| Hudson Portfolio Management LLC | 1.21% | Reduce -1.3% | 22,938 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -13.8% | 22,858 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Reduce -3.8% | 22,754 | $1.4M |
| Orca Wealth Management, LLC | 1.02% | Add +0.4% | 22,588 | $1.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Reduce -8.0% | 22,471 | $1.3M |
| Ipswich Investment Management Co., Inc. | 0.31% | No change | 21,930 | $1.3M |
| Legacy Wealth Asset Management, LLC | 0.31% | Add +1.0% | 21,104 | $1.3M |
| Strengthening Families & Communities, LLC | 0.28% | New | 20,479 | $1.3M |
| Fourpath Capital Management, LLC | 0.18% | Add +6.8% | 20,936 | $1.2M |
| Diversify Wealth Management, LLC | 0.07% | Add +5.2% | 19,933 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Reduce -8.3% | 20,553 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -11.8% | 20,496 | $1.2M |
| Albert D Mason Inc. | 0.79% | Add +6.4% | 20,450 | $1.2M |
| Marco Investment Management LLC | 0.09% | No change | 19,559 | $1.2M |
| Brooklyn Investment Group | 0.16% | Reduce -0.2% | 18,775 | $1.2M |
| Venturi Wealth Management, LLC | 0.05% | Add +2.4% | 18,944 | $1.1M |
| R Squared Ltd | 0.48% | Add +294.1% | 18,743 | $1.1M |
| AssuredPartners Investment Advisors, LLC | 0.25% | Reduce -0.5% | 18,733 | $1.1M |
| Gradient Investments LLC | 0.02% | Add +69.7% | 18,731 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -10.6% | 17,997 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -19.6% | 18,090 | $1.1M |
| Daymark Wealth Partners, LLC | 0.04% | Add +12.1% | 17,914 | $1.1M |
| Thompson Siegel & Walmsley LLC | 0.02% | No change | 17,901 | $1.1M |
| Perpetual Ltd | 0.01% | No change | 17,901 | $1.1M |
| Integrated Quantitative Investments LLC | 0.30% | No change | 17,900 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Reduce -12.5% | 17,900 | $1.1M |
| Vise Technologies, Inc. | 0.04% | Reduce -7.6% | 17,874 | $1.1M |
| Investment Research Partners LLC | 0.48% | — | 17,093 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Add +10.3% | 17,763 | $1.1M |
| Hancock Whitney Corp. | 0.02% | Add +1.5% | 17,579 | $1.0M |
| Compound Planning, Inc. | 0.03% | Add +14.5% | 17,204 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -8.2% | 16,764 | $1.0M |
| First National Trust Co | 0.03% | No change | 16,750 | $1000K |
| Checchi Capital Advisers, LLC | 0.07% | Reduce -1.2% | 16,744 | $999K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +72.6% | 16,723 | $998K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.9% | 16,719 | $998K |
| AlphaCore Capital LLC | 0.03% | Add +230.0% | 16,292 | $989K |
| IMC-Chicago, LLC | 0.02% | New | 16,541 | $987K |
| Bailard, Inc. | 0.02% | Reduce -8.8% | 16,262 | $971K |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.6% | 15,942 | $952K |
| CENTRAL TRUST Co | 0.02% | Reduce -0.7% | 15,928 | $951K |
| Fiduciary Trust Co | 0.01% | Reduce -27.3% | 15,895 | $949K |
| Mayflower Financial Advisors, LLC | 0.12% | Add +9.2% | 15,834 | $945K |
| Ascent Group, LLC | 0.03% | Add +7.2% | 15,710 | $938K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -3.6% | 15,587 | $930K |
| Recurrent Investment Advisors LLC | 0.07% | No change | 15,038 | $898K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -3.0% | 15,011 | $896K |
| U S Global Investors Inc. | 0.10% | No change | 15,000 | $895K |
| Hilltop Holdings Inc. | 0.05% | Add +42.7% | 14,569 | $870K |
| Certuity, LLC | 0.06% | Reduce -0.6% | 14,382 | $858K |
| Lanark Financial, Inc. | 0.07% | Add +5.7% | 14,369 | $858K |
| Ballentine Partners, LLC | 0.01% | Reduce -13.0% | 14,355 | $857K |
| Kingsview Wealth Management, LLC | 0.01% | Add +11.8% | 14,295 | $853K |
| TD Waterhouse Canada Inc. | 0.01% | Add +6.3% | 14,056 | $849K |
| Confluence Investment Management LLC | 0.01% | Add +11.9% | 14,201 | $848K |
| Jain Global LLC | 0.01% | Add +270.1% | 13,988 | $835K |
| Fifth Third Bancorp | 0.00% | Reduce -14.2% | 13,936 | $832K |
| Greenleaf Trust | 0.01% | Add +1.4% | 13,897 | $830K |
| Code Waechter LLC | 0.54% | Reduce -4.5% | 14,053 | $820K |
| Miller Howard Investments Inc. | 0.03% | Reduce -98.3% | 13,738 | $820K |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -7.3% | 13,669 | $816K |
| Lantz Financial LLC | 0.18% | Add +6.5% | 13,439 | $802K |
| Evelyn Partners Investment Management LLP | 0.02% | Reduce -1.5% | 13,432 | $802K |
| WCG Wealth Advisors LLC | 0.05% | Add +10.9% | 13,109 | $782K |
| Hartford Funds Management Co LLC | 0.07% | Reduce -14.4% | 12,879 | $769K |
| Baader Bank Aktiengesellschaft | 0.06% | Add +38.1% | 14,496 | $763K |
| 17 Capital Partners, LLC | 0.41% | New | 12,731 | $760K |
| Investors Research Corp | 0.14% | No change | 12,692 | $758K |
| Persium Advisors, LLC | 0.57% | Add +7.5% | 12,630 | $754K |
| Founders Financial Securities LLC | 0.05% | Add +6.9% | 12,584 | $751K |
| Intrua Financial, LLC | 0.09% | Add +2.1% | 12,545 | $749K |
| Smartleaf Asset Management LLC | 0.05% | Add +33.6% | 12,054 | $744K |
| Tred Avon Family Wealth, LLC | 0.25% | — | 12,190 | $728K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +19.8% | 12,160 | $726K |
| Arax Advisory Partners | 0.01% | Add +1194.8% | 12,145 | $725K |
| GC Wealth Management RIA, LLC | 0.02% | Add +189.6% | 12,109 | $723K |
| Walleye Capital LLC | 0.01% | Add +155.0% | 12,060 | $720K |
| Headinvest, LLC | 0.15% | No change | 12,000 | $716K |
| Park Place Capital Corp | 0.15% | Add +22.1% | 11,936 | $712K |
| Phillips Wealth Planners LLC | 0.59% | Add +1.0% | 11,897 | $711K |
| Mutual Advisors, LLC | 0.02% | Add +9.3% | 11,250 | $704K |
| Independent Advisor Alliance | 0.02% | Reduce -3.7% | 11,742 | $701K |
| Flow Traders U.S. LLC | 0.03% | New | 11,668 | $696K |
| Plan A Wealth LLC | 0.35% | Add +7.7% | 11,628 | $694K |
| Courier Capital LLC | 0.04% | No change | 11,616 | $693K |
| Engineers Gate Manager LP | 0.01% | Reduce -5.8% | 11,532 | $688K |
| Blue Trust, Inc. | 0.01% | Add +4.0% | 11,361 | $678K |
| Abel Hall, LLC | 0.27% | Add +7.8% | 11,319 | $676K |
| Beverly Hills Private Wealth, LLC | 0.12% | Reduce -0.6% | 11,107 | $663K |
| HighPoint Advisor Group LLC | 0.03% | Add +7.2% | 11,081 | $661K |
| Profund Advisors LLC | 0.02% | Reduce -19.7% | 10,957 | $654K |
| Linden Thomas Advisory Services, LLC | 0.06% | Add +8.2% | 10,720 | $640K |
| LVW Advisors, LLC | 0.07% | Reduce -5.4% | 10,643 | $635K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +24.3% | 10,378 | $630K |
| Aaron Wealth Advisors LLC | 0.04% | Reduce -19.6% | 10,489 | $626K |
| Independent Solutions Wealth Management, LLC | 0.11% | Reduce -2.9% | 10,468 | $625K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -0.9% | 10,440 | $623K |
| Valeo Financial Advisors, LLC | 0.01% | Add +1.9% | 10,427 | $622K |
| Aull & Monroe Investment Management Corp | 0.32% | Reduce -1.3% | 10,423 | $622K |
| Rehmann Capital Advisory Group | 0.03% | New | 10,424 | $620K |
| First County Bank | 0.32% | Reduce -6.8% | 10,360 | $618K |
| Advisory Services Network, LLC | 0.01% | Reduce -15.2% | 10,332 | $617K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -2.3% | 10,223 | $616K |
| Mgo One Seven LLC | 0.01% | Add +2.0% | 10,273 | $613K |
| Drive Wealth Management, LLC | 0.13% | Add +3.4% | 9,970 | $605K |
| Keybank National Association | 0.00% | Reduce -13.0% | 10,109 | $603K |
| Legacy Capital Group California, Inc. | 0.15% | Reduce -12.5% | 10,018 | $598K |
| PARK CIRCLE Co | 0.52% | No change | 10,000 | $597K |
| EPG Wealth Management LLC | 0.16% | Add +11.3% | 9,987 | $596K |
| Group One Trading LLC | 0.02% | Reduce -20.1% | 9,822 | $586K |
| Argyle Capital Management, LLC | 0.20% | No change | 9,800 | $585K |
| Mission Wealth Management, LP | 0.01% | Reduce -0.3% | 9,719 | $580K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -33.8% | 9,522 | $578K |
| Moody National Bank Trust Division | 0.05% | Reduce -0.4% | 9,664 | $577K |
| Joel Isaacson & Co., LLC | 0.02% | Add +89.6% | 9,625 | $575K |
| Argent Trust Co | 0.02% | Add +1.1% | 9,576 | $572K |
| Versant Capital Management, Inc | 0.08% | Reduce -8.2% | 9,530 | $569K |
| Brown Advisory Inc. | 0.00% | Reduce -34.3% | 9,509 | $568K |
| Legacy Financial Advisors, Inc. | 0.08% | New | 9,431 | $563K |
| Summit Trail Advisors, LLC | 0.01% | Add +8.4% | 9,272 | $563K |
| Modera Wealth Management, LLC | 0.01% | Add +50.1% | 9,363 | $559K |
| Gallacher Capital Management LLC | 0.22% | Add +35.4% | 9,321 | $556K |
| Bridgefront Capital, LLC | 0.16% | Reduce -13.7% | 9,321 | $556K |
| Verus Capital Partners, LLC | 0.04% | Add +22.2% | 9,269 | $553K |
| Monetary Management Group Inc. | 0.13% | Reduce -3.9% | 9,250 | $552K |
| PFG Investments, LLC | 0.03% | Reduce -2.0% | 9,126 | $545K |
| Lido Advisors, LLC | 0.00% | Add +8.6% | 8,867 | $538K |
| Crumly & Associates Inc. | 0.12% | Reduce -2.1% | 8,956 | $535K |
| Frank, Rimerman Advisors LLC | 0.03% | Add +2.3% | 8,880 | $530K |
| Fullcircle Wealth LLC | 0.19% | Reduce -0.9% | 8,643 | $529K |
| one8zero8, LLC | 0.11% | No change | 8,800 | $525K |
| Legacy Capital Wealth Partners, LLC | 0.11% | Reduce -0.6% | 8,755 | $523K |
| Baker Ellis Asset Management LLC | 0.06% | Reduce -2.7% | 8,753 | $522K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +9.5% | 8,747 | $522K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -5.0% | 8,642 | $516K |
| SIH Partners, LLLP | 0.04% | No change | 8,599 | $513K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +1.4% | 8,513 | $508K |
| SkyView Investment Advisors, LLC | 0.06% | Add +5.2% | 8,471 | $506K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.7% | 8,317 | $496K |
| Quantessence Capital LLC | 0.16% | New | 8,305 | $496K |
| Qtron Investments LLC | 0.06% | Reduce -65.0% | 8,224 | $491K |
| Lester Murray Antman dba SimplyRich | 0.13% | Add +9.1% | 8,224 | $490K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -39.6% | 8,201 | $490K |
| KDT Advisors, LLC | 0.72% | New | 8,200 | $489K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -22.3% | 8,176 | $488K |
| Parallel Advisors, LLC | 0.01% | Reduce -3.5% | 8,037 | $480K |
| Vision Financial Markets LLC | 0.41% | New | 8,000 | $478K |
| Hendershot Investments Inc. | 0.06% | No change | 7,945 | $474K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -2.3% | 7,836 | $468K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +7.8% | 7,825 | $467K |
| Virtu Financial LLC | 0.03% | New | 7,827 | $467K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -42.4% | 7,822 | $467K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -10.1% | 7,814 | $466K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -0.0% | 7,803 | $466K |
| Aries Wealth Management | 0.11% | Reduce -2.0% | 7,664 | $457K |
| Miller Value Partners | 0.17% | No change | 7,650 | $457K |
| Calydon Capital | 0.07% | Reduce -63.3% | 7,641 | $456K |
| Sentinel Trust Co. Lba | 0.05% | Reduce -44.6% | 7,645 | $456K |
| Cohen Investment Advisors LLC | 0.22% | Add +9.8% | 7,524 | $449K |
| Sunpointe, LLC | 0.16% | Add +7.8% | 7,317 | $444K |
| World Investment Advisors | 0.01% | Add +3.5% | 7,418 | $443K |
| Sigma Planning Corp | 0.01% | Reduce -0.3% | 7,306 | $437K |
| Equitable Holdings, Inc. | 0.00% | Add +14.3% | 7,260 | $433K |
| Kornitzer Capital Management Inc. | 0.01% | Reduce -41.1% | 7,253 | $433K |
| Louisbourg Investments Inc. | 0.09% | No change | 7,240 | $432K |
| PDS Planning, Inc | 0.03% | Reduce -2.5% | 7,154 | $427K |
| Henry James International Management Inc. | 0.13% | Reduce -28.0% | 7,144 | $426K |
| CIBC Private Wealth Group LLC | 0.00% | Add +78.5% | 7,140 | $426K |
| Banque Pictet & Cie SA | 0.00% | No change | 7,119 | $425K |
| IHT Wealth Management, LLC | 0.01% | Add +6.3% | 7,102 | $424K |
| Keel Point, LLC | 0.03% | Reduce -1.5% | 7,080 | $423K |
| Millennium Management | 0.00% | Reduce -95.4% | 7,068 | $422K |
| Old National Bancorp | 0.01% | Reduce -6.9% | 7,013 | $419K |
| Sage Rhino Capital LLC | 0.08% | Reduce -2.4% | 7,004 | $418K |
| First Interstate Bank | 0.02% | New | 7,000 | $418K |
| Moneco Advisors, LLC | 0.03% | Reduce -0.9% | 6,986 | $417K |
| Genesis Private Wealth, LLC | 0.17% | Add +6.6% | 6,966 | $416K |
| Principal Securities, Inc. | 0.01% | Add +13.1% | 6,945 | $415K |
| Deutsche Bank AG | 0.00% | Add +4.8% | 6,930 | $414K |
| FDx Advisors, Inc. | 0.12% | Add +10.3% | 6,536 | $407K |
| Argonautica Private Wealth Management, Inc. | 0.12% | Add +8.1% | 6,803 | $406K |
| BOS Asset Management, LLC | 0.11% | Reduce -8.6% | 6,788 | $405K |
| Pitcairn Co. | 0.03% | Add +19.4% | 6,762 | $404K |
| Global Assets Advisory, LLC | 0.12% | Add +34.1% | 6,748 | $403K |
| GAMMA Investing LLC | 0.02% | Add +47.8% | 6,676 | $398K |
| Jump Financial, LLC | 0.01% | Add +34.4% | 6,512 | $389K |
| HM Payson & Co. | 0.01% | Add +8.8% | 6,492 | $388K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 6,400 | $382K |
| Atlantic Family Wealth, LLC | 0.29% | Add +8.2% | 6,379 | $381K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +5.6% | 6,330 | $378K |
| Ethic Inc. | 0.01% | Add +2.5% | 6,321 | $377K |
| Kathmere Capital Management, LLC | 0.03% | Add +20.8% | 6,303 | $376K |
| Procyon Advisors, LLC | 0.02% | Reduce -29.9% | 6,246 | $373K |
| J2 Capital Management Inc | 0.28% | Reduce -0.6% | 6,229 | $372K |
| AdvisorNet Financial, Inc | 0.02% | Add +16.2% | 6,225 | $372K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 6,184 | $369K |
| Hardy Reed LLC | 0.03% | Add +11.6% | 6,176 | $369K |
| 180 Wealth Advisors, LLC | 0.04% | Add +4.2% | 6,174 | $369K |
| Resonant Capital Advisors, LLC | 0.02% | Add +18.5% | 6,061 | $368K |
| Regions Financial Corp. | 0.00% | Add +19.1% | 6,084 | $363K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -63.1% | 6,059 | $362K |
| HSBC Holdings PLC | 0.00% | Reduce -11.8% | 6,041 | $361K |
| Leuthold Group, LLC | 0.04% | No change | 5,982 | $357K |
| Insigneo Advisory Services, LLC | 0.03% | Add +3.4% | 5,980 | $357K |
| Wedmont Private Capital | 0.01% | Add +1.6% | 5,997 | $356K |
| Strategic Global Advisors, LLC | 0.05% | Add +8.9% | 5,921 | $353K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +68.1% | 5,893 | $352K |
| Syon Capital LLC | 0.02% | Add +35.3% | 5,840 | $349K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -6.7% | 5,836 | $348K |
| Clarius Group, LLC | 0.02% | Reduce -32.5% | 5,807 | $347K |
| Coldstream Capital Management Inc. | 0.00% | Add +6.8% | 5,778 | $345K |
| Huntington National Bank | 0.00% | Reduce -3.0% | 5,774 | $345K |
| WoodTrust Financial Corp | 0.04% | Reduce -2.1% | 5,750 | $343K |
| Renasant Bank | 0.22% | Add +27.8% | 5,681 | $339K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +23.1% | 5,613 | $336K |
| Northstar Financial Companies, Inc. | 0.31% | New | 5,585 | $333K |
| Triad Wealth Partners, LLC | 0.04% | New | 5,583 | $333K |
| 1620 Investment Advisors, Inc. | 0.23% | Add +1.4% | 5,572 | $333K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -37.7% | 5,568 | $332K |
| GeoWealth Management, LLC | 0.01% | Add +5.3% | 5,544 | $331K |
| International Assets Investment Management, LLC | 0.03% | New | 5,329 | $330K |
| Summit Financial, LLC | 0.01% | Reduce -0.1% | 5,523 | $330K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -1.6% | 5,515 | $329K |
| HBK Sorce Advisory LLC | 0.01% | Add +16.9% | 5,399 | $326K |
| Bessemer Group Inc. | 0.00% | Add +11.4% | 5,386 | $321K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 5,309 | $317K |
| Global Retirement Partners, LLC | 0.01% | Add +5.6% | 5,305 | $317K |
| Allworth Financial LP | 0.00% | Add +11.3% | 5,289 | $316K |
| Scotia Capital Inc. | 0.00% | Add +9.4% | 5,253 | $314K |
| Summit Global Investments | 0.02% | New | 5,236 | $313K |
| New Wave Wealth Advisors LLC | 0.12% | Add +13.1% | 5,112 | $310K |
| Aprio Wealth Management, LLC | 0.03% | Add +6.2% | 5,142 | $307K |
| Ameritas Advisory Services, LLC | 0.02% | Add +85.3% | 5,137 | $307K |
| May Hill Capital, LLC | 0.09% | Add +7.7% | 5,133 | $306K |
| Sovran Advisors, LLC | 0.03% | Add +17.7% | 4,962 | $306K |
| Sivia Capital Partners, LLC | 0.09% | Reduce -0.3% | 5,122 | $306K |
| BayBridge Capital Group, LLC | 0.19% | Add +28.9% | 5,101 | $304K |
| Spire Wealth Management | 0.01% | Reduce -5.0% | 5,079 | $303K |
| Concorde Asset Management, LLC | 0.13% | — | 5,070 | $303K |
| MAI Capital Management | 0.00% | Reduce -20.5% | 4,994 | $298K |
| Abner Herrman & Brock LLC | 0.03% | New | 5,000 | $298K |
| Trust Point Inc. | 0.02% | New | 4,986 | $298K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -44.3% | 4,980 | $297K |
| Simplicity Wealth,LLC | 0.02% | Reduce -43.6% | 4,965 | $296K |
| Private Capital Management, LLC | 0.03% | Add +19.2% | 4,964 | $296K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -7.6% | 4,958 | $296K |
| Kintra Wealth, LLC | 0.17% | Add +20.9% | 4,953 | $296K |
| SPC Financial, Inc. | 0.02% | No change | 4,940 | $295K |
| Cordatus Wealth Management LLC | 0.07% | Add +0.7% | 4,909 | $293K |
| Somerville Kurt F | 0.05% | No change | 4,900 | $292K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 4,893 | $292K |
| Fidelis Capital Partners, LLC | 0.02% | Add +1.2% | 4,888 | $292K |
| Symphony Financial, Ltd. Co. | 0.04% | New | 4,852 | $291K |
| Private Trust Co. NA | 0.03% | Add +19.9% | 4,799 | $286K |
| First Nebraska Trust Co | 0.03% | No change | 4,706 | $281K |
| Everpar Advisors LLC | 0.11% | Reduce -14.8% | 4,691 | $280K |
| Blue Barn Wealth, LLC | 0.12% | Add +7.7% | 4,688 | $280K |
| Wrapmanager Inc. | 0.09% | Reduce -26.3% | 4,661 | $278K |
| Pinnacle Financial Partners Inc | 0.01% | New | 4,619 | $276K |
| Wedbush Securities Inc. | 0.01% | Add +27.2% | 4,552 | $272K |
| Faithward Advisors, LLC | 0.04% | Reduce -0.8% | 4,554 | $272K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | No change | 4,543 | $271K |
| Integrated Advisors Network LLC | 0.01% | Add +0.7% | 4,536 | $271K |
| West Family Investments, Inc. | 0.06% | Add +1.0% | 4,508 | $269K |
| Bard Financial Services, Inc. | 0.03% | No change | 4,505 | $269K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -2.3% | 4,503 | $269K |
| Magnus Financial Group LLC | 0.02% | No change | 4,502 | $269K |
| Aspiriant, LLC | 0.01% | No change | 4,500 | $269K |
| Net Worth Advisory Group | 0.08% | Reduce -4.5% | 4,491 | $268K |
| Fortitude Advisory Group L.L.C. | 0.14% | Reduce -0.7% | 4,464 | $266K |
| IFS Group,LLC | 0.23% | — | 4,386 | $265K |
| Soltis Investment Advisors LLC | 0.02% | New | 4,407 | $263K |
| Mitchell & Pahl Private Wealth, LLC | 0.11% | Reduce -2.1% | 4,394 | $262K |
| Symphony Financial Services, Inc. | 0.14% | Add +0.3% | 4,383 | $262K |
| Horizon Investments, LLC | 0.00% | Add +7.8% | 12,443 | $259K |
| Mfa Wealth Advisors, LLC | 0.06% | Add +4.1% | 4,343 | $259K |
| Jacobi Capital Management LLC | 0.02% | Reduce -5.1% | 4,340 | $259K |
| Cetera Trust Company, N.A | 0.14% | No change | 4,315 | $258K |
| Burney Co./ | 0.01% | Reduce -7.0% | 4,241 | $253K |
| Belpointe Asset Management LLC | 0.01% | Add +0.4% | 4,236 | $253K |
| First Financial Bankshares Inc | 0.01% | Add +19.7% | 4,233 | $253K |
| Wolff Financial Management LLC | 0.06% | Reduce -0.2% | 4,224 | $252K |
| Marietta Investment Partners LLC | 0.05% | No change | 4,200 | $251K |
| Earned Wealth Advisors, LLC | 0.04% | Add +13.9% | 4,198 | $251K |
| Portside Wealth Group, LLC | 0.03% | Add +9.1% | 4,193 | $250K |
| Monument Capital Management | 0.06% | New | 4,174 | $249K |
| Innova Wealth Partners | 0.13% | New | 4,172 | $249K |
| Brucke Financial, Inc. | 0.15% | Reduce -5.7% | 3,987 | $248K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -19.9% | 4,144 | $247K |
| Personal Cfo Solutions, LLC | 0.04% | Add +0.4% | 4,116 | $246K |
| Berkshire Asset Management LLC | 0.01% | New | 4,084 | $244K |
| Drucker Wealth 3.0, LLC | 0.04% | New | 4,082 | $244K |
| Covenant Partners, LLC | 0.07% | No change | 4,081 | $244K |
| Cromwell Holdings LLC | 0.13% | No change | 4,011 | $243K |
| Oarsman Capital, Inc. | 0.03% | Reduce -4.0% | 4,064 | $243K |
| Sippican Capital Advisors | 0.16% | Add +3.9% | 4,048 | $242K |
| Lynx Investment Advisory | 0.14% | No change | 4,046 | $242K |
| Lloyd Advisory Services, LLC. | 0.11% | Add +10.0% | 4,020 | $240K |
| Fca Corp. | 0.07% | New | 4,000 | $239K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -15.7% | 3,995 | $238K |
| Diversify Advisory Services, LLC | 0.01% | Add +2.8% | 3,869 | $238K |
| Walkner Condon Financial Advisors LLC | 0.04% | New | 3,922 | $234K |
| Uhlmann Price Securities, LLC | 0.14% | No change | 3,922 | $234K |
| Bruce G. Allen Investments, LLC | 0.17% | Add +4.5% | 3,919 | $234K |
| Gotham Asset Management | 0.00% | Add +2.0% | 3,908 | $233K |
| Garland Capital Management Inc. | 3.19% | Reduce -72.1% | 3,885 | $232K |
| Composition Wealth, LLC | 0.00% | Add +7.3% | 3,787 | $226K |
| Bridgewater Advisors Inc. | 0.02% | Reduce -5.8% | 3,695 | $226K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 3,766 | $225K |
| OneAscent Financial Services LLC | 0.01% | Add +12.8% | 3,762 | $225K |
| HUB Investment Partners, LLC | 0.01% | Reduce -12.6% | 3,742 | $223K |
| CVA Family Office, LLC | 0.03% | No change | 3,739 | $223K |
| UMB Bank, n.a. | 0.00% | Reduce -9.5% | 3,718 | $222K |
| Sowell Financial Services LLC | 0.01% | Add +3.2% | 3,703 | $221K |
| Townsquare Capital LLC | 0.03% | Reduce -35.4% | 3,692 | $220K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +9.9% | 3,677 | $219K |
| Purkiss Capital Advisors LLC | 0.10% | New | 3,624 | $216K |
| Fiduciary Alliance LLC | 0.01% | Add +6.2% | 3,579 | $214K |
| Farringdon Capital, Ltd. | 0.05% | New | 3,578 | $214K |
| Gibbs Wealth Management | 0.05% | Reduce -5.1% | 3,574 | $213K |
| Essex Financial Services, Inc. | 0.01% | Add +4.4% | 3,570 | $213K |
| Cary Street Partners Investment Advisory LLC | 0.09% | Add +92.6% | 3,560 | $212K |
| Garrison Point Advisors, LLC | 0.09% | New | 3,532 | $211K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -5.5% | 3,372 | $205K |
| Kovack Advisors, Inc. | 0.02% | Reduce -43.7% | 3,413 | $204K |
| Brighton Jones LLC | 0.00% | Reduce -8.2% | 3,407 | $203K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 3,394 | $203K |
| ORG Partners LLC | 0.04% | Reduce -11.9% | 3,256 | $194K |
| Sawyer & Company, Inc | 0.07% | Add +39.5% | 3,086 | $189K |
| Johnson Financial Group, Inc. | 0.01% | Add +85.9% | 3,024 | $184K |
| Roxbury Financial LLC | 0.17% | Reduce -0.7% | 3,039 | $181K |
| VPR Management LLC | 0.08% | No change | 3,000 | $179K |
| LRI Investments, LLC | 0.01% | Add +0.5% | 2,978 | $178K |
| Hilltop National Bank | 0.04% | No change | 2,723 | $163K |
| Icon Wealth Advisors, LLC | 0.01% | Add +2.4% | 2,530 | $151K |
| Toronto Dominion Bank | 0.00% | Add +5.1% | 2,432 | $150K |
| Heartwood Wealth Advisors LLC | 0.01% | New | 2,473 | $148K |
| Capital Analysts, LLC | 0.00% | Reduce -2.9% | 2,279 | $136K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -53.6% | 2,184 | $130K |
| Parvin Asset Management, LLC | 0.11% | No change | 2,075 | $124K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 2,016 | $120K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -1.6% | 1,978 | $120K |
| NBT Bank, N.A. | 0.01% | Reduce -11.1% | 2,000 | $119K |
| Independence Bank of Kentucky | 0.02% | No change | 1,980 | $118K |
| Bank & Trust Co | 0.09% | New | 1,940 | $116K |
| Root Financial Partners, LLC | 0.01% | New | 1,921 | $115K |
| Grove Bank & Trust | 0.01% | No change | 1,841 | $110K |
| TCTC Holdings, LLC | 0.00% | No change | 1,809 | $108K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -5.0% | 1,799 | $107K |
| Barometer Capital Management Inc. | 0.02% | New | 1,789 | $107K |
| Corsicana & Co. | 0.06% | — | 1,757 | $105K |
| Riverview Trust Co | 0.13% | No change | 1,750 | $104K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,555 | $97K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 1,620 | $97K |
| Mondrian Investment Partners LTD | 0.00% | — | 1,603 | $96K |
| Harbour Investments, Inc. | 0.00% | Add +36.1% | 1,576 | $94K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -35.7% | 1,544 | $92K |
| Tsfg, LLC | 0.01% | No change | 1,512 | $90K |
| Mather Group, Llc. | 0.00% | New | 1,462 | $87K |
| IFP Advisors, Inc | 0.00% | Reduce -9.8% | 1,450 | $87K |
| South Dakota Investment Council | 0.00% | No change | 1,425 | $85K |
| Rothschild Investment LLC | 0.00% | Add +81.7% | 1,417 | $85K |
| Curat Global, LLC | 0.08% | No change | 1,400 | $84K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,400 | $84K |
| Truvestments Capital LLC | 0.01% | Add +9.4% | 1,351 | $81K |
| Manchester Capital Management LLC | 0.01% | Reduce -57.0% | 1,326 | $79K |
| Larson Financial Group LLC | 0.00% | Add +38.7% | 1,322 | $79K |
| Gables Capital Management Inc. | 0.03% | No change | 1,300 | $78K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.2% | 1,222 | $73K |
| Knott David M Jr | 0.03% | No change | 1,200 | $72K |
| Caldwell Trust Co | 0.01% | No change | 1,191 | $71K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -39.0% | 1,184 | $71K |
| CX Institutional | 0.00% | No change | 1,151 | $69K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -19.8% | 1,113 | $68K |
| Alerus Financial NA | 0.00% | Add +11.9% | 1,125 | $67K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,100 | $67K |
| Westside Investment Management, Inc. | 0.01% | Add +37.4% | 1,098 | $66K |
| Legacy Bridge, LLC | 0.03% | No change | 1,099 | $66K |
| Missouri Trust & Investment Co | 0.02% | No change | 1,090 | $65K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1,055 | $63K |
| Bollard Group LLC | 0.00% | No change | 1,000 | $60K |
| General Partner, Inc. | 0.03% | No change | 1,000 | $60K |
| Spirit of America Management Corp. | 0.01% | No change | 1,000 | $60K |
| Field & Main Bank | 0.02% | No change | 1,000 | $60K |
| Ascentis Wealth Management, LLC | 0.01% | New | 978 | $58K |
| New Millennium Group LLC | 0.03% | New | 949 | $57K |
| Fairscale Capital, LLC | 0.04% | No change | 932 | $57K |
| Anchor Investment Management, LLC | 0.00% | No change | 942 | $56K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -3.8% | 936 | $56K |
| Addison Advisors LLC | 0.01% | Add +18.6% | 899 | $54K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.1% | 888 | $53K |
| Smithfield Trust Co | 0.00% | No change | 874 | $52K |
| Westfuller Advisors, LLC | 0.02% | New | 856 | $52K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 750 | $46K |
| Ransom Advisory, Ltd | 0.02% | No change | 750 | $45K |
| Crewe Advisors LLC | 0.00% | Reduce -3.0% | 742 | $44K |
| Financial Freedom, LLC | 0.02% | No change | 718 | $43K |
| LFA - Lugano Financial Advisors SA | 0.02% | No change | 700 | $42K |
| Paradigm Asset Management Co. LLC | 0.01% | No change | 700 | $42K |
| Brentview Investment Management LLC | 0.02% | No change | 693 | $41K |
| Aventura Private Wealth, LLC | 0.01% | Reduce -56.2% | 661 | $39K |
| Colonial Trust Advisors | 0.00% | Add +212.6% | 619 | $37K |
| Arlington Trust Co LLC | 0.01% | Reduce -1.6% | 600 | $36K |
| CoreCap Advisors, LLC | 0.00% | Reduce -1.8% | 591 | $35K |
| Bernard Wealth Management Corp. | 0.01% | No change | 582 | $35K |
| Asset Planning,Inc | 0.02% | No change | 569 | $34K |
| Salomon & Ludwin, LLC | 0.00% | Add +1177.3% | 562 | $34K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -24.6% | 544 | $33K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 526 | $31K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 508 | $30K |
| Hollencrest Capital Management | 0.00% | No change | 503 | $30K |
| Inlight Wealth Management, LLC | 0.01% | No change | 500 | $30K |
| Costello Asset Management, INC | 0.01% | No change | 500 | $30K |
| Dunhill Financial, LLC | 0.01% | No change | 500 | $30K |
| Eastern Bank | 0.00% | No change | 500 | $30K |
| JNBA Financial Advisors | 0.00% | Add +19.4% | 492 | $29K |
| Hemington Wealth Management | 0.00% | Add +9.4% | 487 | $29K |
| Richard W. Paul & Associates, LLC | 0.01% | Add +11.3% | 484 | $29K |
| Key Financial Inc | 0.01% | No change | 477 | $29K |
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 473 | $29K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 480 | $29K |
| St Germain D J Co. Inc. | 0.00% | Add +3.9% | 476 | $28K |
| Adirondack Trust Co. | 0.01% | Add +266.4% | 447 | $27K |
| Trust Co | 0.00% | No change | 442 | $26K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -24.1% | 439 | $26K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 422 | $26K |
| Evolution Advisers, Inc. | 0.01% | No change | 424 | $25K |
| First Horizon Corp. | 0.00% | — | 416 | $25K |
| Ameriflex Group, Inc. | 0.01% | Add +100.0% | 400 | $24K |
| Trust Co. of Toledo NA | 0.00% | Reduce -29.3% | 388 | $23K |
| Pin Oak Investment Advisors Inc. | 0.02% | Reduce -17.6% | 378 | $23K |
| Clearstead Advisors, LLC | 0.00% | Reduce -59.9% | 365 | $22K |
| Colonial Trust Co / SC | 0.00% | Add +0.9% | 350 | $21K |
| Atlantic Union Bankshares Corp | 0.00% | New | 350 | $21K |
| Barrett & Company, Inc. | 0.01% | No change | 350 | $21K |
| Binnacle Investments Inc | 0.01% | Add +88.8% | 321 | $19K |
| Solstein Capital, LLC | 0.01% | No change | 312 | $19K |
| Clean Yield Group | 0.01% | New | 304 | $18K |
| Country Trust Bank | 0.00% | New | 301 | $18K |
| Montag A & Associates Inc. | 0.00% | Add +28.1% | 296 | $18K |
| CoreFirst Bank & Trust | 0.01% | No change | 300 | $18K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 299 | $18K |
| Valley National Advisers Inc. | 0.00% | No change | 300 | $17K |
| TD Capital Management LLC | 0.00% | No change | 281 | $17K |
| GW&K Investment Management, LLC | 0.00% | No change | 273 | $16K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 259 | $16K |
| True Wealth Design, LLC | 0.00% | Add +662.9% | 267 | $16K |
| Boyd Watterson Asset Management LLC | 0.00% | Reduce -19.1% | 266 | $16K |
| American National Bank & Trust | 0.00% | Reduce -77.8% | 257 | $15K |
| Bogart Wealth, LLC | 0.00% | No change | 245 | $15K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 212 | $13K |
| Guerra Advisors Inc | 0.00% | New | 218 | $13K |
| LOM Asset Management Ltd | 0.00% | No change | 210 | $13K |
| Avion Wealth | 0.00% | No change | 222 | $13K |
| Asset Dedication, LLC | 0.00% | No change | 216 | $13K |
| NFSG Corp | 0.00% | Add +1.4% | 216 | $13K |
| Bell Investment Advisors, Inc | 0.00% | Add +62.1% | 214 | $13K |
| Pingora Partners LLC | 0.01% | No change | 209 | $12K |
| JPL Wealth Management, LLC | 0.00% | New | 200 | $12K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 200 | $12K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 200 | $12K |
| Gold Investment Management Ltd. | 0.00% | No change | 200 | $12K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 200 | $12K |
| Duncker Streett & Co. Inc. | 0.00% | New | 200 | $12K |
| Center for Financial Planning, Inc. | 0.00% | No change | 200 | $12K |
| Proffitt & Goodson Inc. | 0.00% | New | 199 | $12K |
| Bare Financial Services, Inc | 0.00% | Reduce -2.6% | 190 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 186 | $11K |
| Retirement Wealth Solutions LLC | 0.01% | Add +170.5% | 165 | $10K |
| Piscataqua Savings Bank | 0.01% | Reduce -52.5% | 160 | $10K |
| YANKCOM Partnership | 0.00% | No change | 158 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +36.2% | 158 | $9K |
| Millstone Evans Group, LLC | 0.01% | No change | 154 | $9K |
| WealthCollab, LLC | 0.00% | No change | 151 | $9K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 151 | $9K |
| Kentucky Trust Co | 0.00% | No change | 150 | $9K |
| Kozak & Associates, Inc. | 0.00% | Add +118.3% | 131 | $9K |
| Baillie Gifford & Co. | 0.00% | Add +7.8% | 138 | $8K |
| North Capital, Inc. | 0.01% | No change | 136 | $8K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 135 | $8K |
| Financial Perspectives, Inc | 0.00% | No change | 132 | $8K |
| Boreal Capital Management LLC | 0.01% | No change | 118 | $7K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +10.3% | 118 | $7K |
| Fairman Group, LLC | 0.01% | New | 110 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 111 | $7K |
| WPG Advisers, LLC | 0.00% | No change | 106 | $6K |
| Hara Capital LLC | 0.00% | Reduce -43.2% | 105 | $6K |
| Silicon Valley Capital Partners | 0.00% | New | 104 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -10.5% | 102 | $6K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 101 | $6K |
| Summit Securities Group LLC | 0.00% | New | 100 | $6K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 100 | $6K |
| North Star Investment Management Corp. | 0.00% | No change | 100 | $6K |
| Principia Wealth Advisory, LLC | 0.00% | Add +147.5% | 99 | $6K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 92 | $5K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 90 | $5K |
| Stone House Investment Management, LLC | 0.00% | No change | 87 | $5K |
| Wolff Wiese Magana LLC | 0.00% | Add +18.1% | 85 | $5K |
| Centerpoint Advisors, LLC | 0.00% | New | 86 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 94 | $5K |
| Highline Wealth Partners LLC | 0.00% | Add +17.9% | 79 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 75 | $4K |
| SouthState Bank Corp | 0.00% | New | 74 | $4K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 81 | $4K |
| Harbor Asset Planning, Inc. | 0.00% | No change | 72 | $4K |
| Financial Consulate, Inc. | 0.00% | New | 72 | $4K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 69 | $4K |
| Trust Co. of Vermont | 0.00% | No change | 68 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 75 | $4K |
| Delta Asset Management LLC | 0.00% | No change | 66 | $4K |
| Wealth Watch Advisors, INC | 0.00% | New | 65 | $4K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 63 | $4K |
| City Holding Co. | 0.00% | New | 60 | $4K |
| SWAN Capital LLC | 0.00% | Reduce -26.3% | 59 | $4K |
| Motco | 0.00% | Reduce -39.1% | 56 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 56 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +40.0% | 56 | $3K |
| Rossby Financial, LCC | 0.00% | Add +30.0% | 52 | $3K |
| Hanson & Doremus Investment Management | 0.00% | New | 57 | $3K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 50 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | — | 49 | $3K |
| Darwin Wealth Management, LLC | 0.00% | Add +2.1% | 48 | $3K |
| Valued Wealth Advisors LLC | 0.00% | No change | 45 | $3K |
| Albion Financial Group | 0.00% | No change | 44 | $3K |
| Morse Asset Management, Inc | 0.00% | No change | 43 | $3K |
| Granite FO LLC | 0.00% | No change | 39 | $2K |
| KERR FINANCIAL PLANNING Corp | 0.00% | — | 35 | $2K |
| DecisionPoint Financial, LLC | 0.00% | Add +9.1% | 36 | $2K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 36 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 33 | $2K |
| Archer Investment Corp | 0.00% | No change | 30 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 28 | $2K |
| American Capital Advisory, LLC | 0.00% | New | 25 | $1K |
| Minot DeBlois Advisors LLC | 0.00% | Reduce -50.0% | 25 | $1K |
| Palisade Asset Management, LLC | 0.00% | New | 24 | $1K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -14.8% | 23 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 21 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 20 | $1K |
| Abound Wealth Management | 0.00% | No change | 18 | $1K |
| Global Wealth Strategies & Associates | 0.00% | New | 17 | $1K |
| ESL Trust Services, LLC | 0.00% | New | 16 | $955 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -73.8% | 17 | $943 |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -98.0% | 13 | $776 |
| Bear Mountain Capital, Inc. | 0.00% | New | 2 | $122 |
| Evolution Wealth Management Inc. | 0.00% | No change | 1 | $60 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | New | 1 | $60 |
"% of holder's portfolio" is TTE's weight in each manager's 13F, not the share of Totalenergies SE -Spon ADR the manager owns.